it is also taking advantage of technology, so we're in a world today in which profits are so important and managements are so attuned to profits, and i think that is good for shareholders. >> it's interesting. you are bullish saying we can see the double digit returns, hank, that we saw last year, but picking sectors, you're defensive, aren't you? why is that? >> we'll, we're a combination. the reason is we live in a below average growth rate, blowout economic growth rate, and that's not going to change. threats head winds like deleveraging, such as overregulation, fiscal policy, if you will, but there's tail winds too -- housing, energy, the auto sector, consumer confidence is picking up, so bsh bsh -- but it adds up to a below 3% world. you need balance in defensive sectors and offensive sectors like industrials as well. >> keeping the food theme today, texaco and mcdonalds your pick, a sure thing at the end of the day, i need a soda and a burger for the kids for lunch. >> and you get a better than bond yield with the stocks. they pay dividends higher than what they pay on their own